Load Data Through CSV to Partitions

Viewing the Data in a Partition

CSV files can be loaded into Model Partitions through the Modeler. First, we will review how to view, filter and export the existing data in a Partition.

Navigate to the Modeler for the Model that you would like to load data. Next, select the partition under the Data node that you would like to load data to. In this example, we will be loading data to the Actual Partition in the Financial Statement Model.

Clicking Refresh in the left pane will display the data that currently resides in this partition.

Clicking on any column heading will allow you to filter the results displayed.

Selecting Export from the ribbon will allow you to export the data to a csv file. If filters are applied to the view, then only the filtered data will be exported. This feature is helpful if you need the file format for loading.

Importing a CSV File

The file being loaded is a comma-delimited file, with the following columns:

With the Partition selected, click on the Import icon on the ribbon. Next, click on Select File and navigate to the file that you would like to load. You are presented with the screen below and the following options:

• Decimal Symbol – decimal symbol that is used in the source file
• Method – Append to or Overwrite existing data
• Mapping Section – Maps the columns in the source file to the Dimensions in the Model. You can customize which source columns are used to map to the target.

Click the Start button to initiate the load process. Once the process is complete you can use the filters to view the loaded data in the partition. You can also select Errors Only in the Display section of the ribbon to view any errors that may exist.